OBBBA $15M Estate Exemption 2026 — Coordination Commentary
By Frank Lovaglio, RFC® · Senior Partner, Security Financial Management · CRD #1299700Reviewed by Dave Allen, CFP® · CRD #1210763 · June 29, 2026 · Last reviewed June 29, 2026 Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). Security Financial Management, […]
SFM Market Commentary: 3/21/25
In the past two weeks, inflation has eased while policymakers work to address Social Security changes and avoid a government shutdown, shaping the economic outlook. Meanwhile, household wealth hit a record high, and shifts in energy and technology are transforming key industries. Let’s dive in! Household Wealth Hits Record: U.S. household net worth reached $169 trillion […]
SFM Market Commentary: 4/4/25
In the last two weeks, the economic outlook has remained stable, with moderate growth, record corporate profits, and a surprising jump in mortgage activity fueling cautious optimism. At the same time, shifting trade policy, evolving retail trends, and massive global investment flows continue to reshape the landscape for consumers and markets alike. Let’s dive in! […]
SFM Market Commentary: 4/18/25
In the last two weeks, inflation continued to ease and job growth remained solid, even as the unemployment rate ticked up—highlighting a mixed but resilient economic backdrop. Meanwhile, the Trump administration’s flurry of trade actions, tariff shifts, and global dealmaking efforts caused historic volatility in the markets. Let’s dive in! Over the next two weeks, […]
SFM Market Commentary: 5/2/25
In the last two weeks, markets have reacted to mixed economic signals, with a slight GDP contraction and a surge in durable goods orders as businesses raced to get ahead of tariffs. As trade tensions evolve and central banks adjust policy, investors are shifting toward safe-haven assets amid rising uncertainty. Let’s dive in! In the […]
SFM Market Commentary: 5/9/25
In the last two weeks, uncertainty around economic growth, monetary policy, and global debt has added complexity to an already fragile market environment. At the same time, shifts in leadership, innovation, and regulation across tech and finance continue to reshape the long-term outlook. Let’s dive in! Over the next two weeks, markets will focus on […]
SFM Market Commentary: 5/23/25
In the last two weeks, markets have been shaped by signs of easing inflation, renewed global trade cooperation, and growing concern over government debt levels. At the same time, major deals and regulatory developments across healthcare, tech, and finance are signaling broader shifts in economic power and policy direction. Let’s dive in! In the next […]
SFM Market Commentary: 6/6/25
In the last two weeks, rising consumer confidence, easing inflation, and a surge in home listings have offered fresh signs of economic resilience. At the same time, shifting trade policy, tech milestones, and evolving leadership dynamics are reshaping the conversation around growth and innovation. Let’s dive in! Over the two weeks, markets will focus on […]
SFM Market Commentary: 6/20/25
In the last two weeks, escalating tensions between Israel and Iran have rattled global markets, triggering sharp selloffs and raising concerns about broader geopolitical instability. At the same time, steady job growth, cooling inflation, and major corporate shifts have offered some reassurance, highlighting the ongoing push and pull between risk and resilience. Let’s dive in! […]
SFM Market Commentary: 7/4/25
In the last two weeks, markets have navigated a mix of geopolitical conflict, cautious monetary policy signals, and evolving consumer and corporate trends—yet still pushed into record-high territory. As central banks weigh their next moves and global tensions persist, signs of economic resilience continue to surface. Let’s dive in! In the next two weeks, markets […]